Support client experience at CI Financial’s Toronto head office through relationship management, service delivery, and analytical problem-solving. This fixed-term role follows an in-office model four days weekly. As an Investment Operations Associate, you will serve CIIS clients, Introducing/Carrying Brokers, and Portfolio Managers. The 12-month contract requires financial industry knowledge, registered accounts understanding, and robust communication. You will coordinate with business units to resolve issues, improve services, and support organizational goals. Key Responsibilities:



Manage and strengthen relationships with high-value clients Respond to email and telephone service inquiries Investigate discrepancies and take corrective action Coordinate escalations with other business units Evaluate processes and communicate improvement recommendations Requirements: Two to three years of service experience Financial industry and registered accounts understanding Post-secondary education Exceptional verbal and written communication skills Strong analytical, organizational, and relationship-building abilities Apply investment operations, client service, and problem-solving expertise while supporting CIIS relationships from CI Financial’s Toronto office. #J-18808-Ljbffr

📌 Investment Operations Client Experience Associate (Toronto)
🏢 CI Financial
📍 Toronto